WIZE by TeamWork vs Swimbird

You are looking for alternatives to WIZE by TeamWork. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

WIZE by TeamWork

Portfolio Management

This Swiss, all-in-one Wealth & Asset Management solution offers an integrated data aggregation, CRM, accounting, amongst other services and including 100+ custodian automatic feeds for multi-asset, consolidated reporting. WIZE by TeamWork focuses on providing an intuitive user experience, rich and performing functionalities, and a transparent pricing model.

Swimbird

Consolidated Reporting

With their head office in Sweden, Swimbird's Platform, SWIP, is a brand new, modern portfolio management solution that offers real-time aggregation and visualization of portfolio data irrespective of format, data source, geography and instrument type. Built on best-of-breed technology, it can be tailored for individual businesses and is continuously evolving to keep up with future demands.

Employees

1000+

Revenue

Founded

2010

Ownership

Owned by management
Key staff also have ownership

Incorporated

Switzerland

Locations

Geneva
Luxembourg
Montréal
Singapore
Zurich

Top markets

Switzerland
Singapore
Luxembourg
United Kingdom
France

Total AUM

$120 billion

Avg. AUM per client

$600 million

15-20

–

2018

Owned by management and external investors
Staff also have ownership

Sweden

Stockholm

Sweden
Finland
Denmark
Norway
Switzerland

$10 billion

–

Client

Focus

Financial advisors

Serves also

Single-family offices
Multi-family offices
Fund managers
Banks

Number

8 banks
100 family offices/advisors/fund managers

Multi-family offices

Individual wealth owners
Single-family offices
Banks
Financial advisors

15-30

Product

Main tasks

Data aggregation
Accounting
Consolidated reporting
CRM
Governance
Compliance
Portfolio management
Trading (order only)
Risk management

Top features

Consolidated reporting
CRM/KYC
Document management
Trading (FIX or PDF)
Compliance (AML, MiFID2, FinSA, FIDLEG)
Risk management
Performance management
Fees invoicing and controlling
E-banking & mobile app
Profitability
Multi-custodian data feeds

Assets supported

All financial assets
Private equity
Real estate
Rare collectibles
Loans
Mortgages
Insurances
Credit cards

Compliance

MiFID II
FinSA/FinIA
UCITS

Whitelabel

Portfolio management
Data aggregation
Consolidated reporting

Connectivity and integration
Portfolio overview all assets & liabilities
Flexible and customizable reporting
Performance and risk analysis
Asset allocations incl. multiple categories
Online customizable
Dashboard in real time
Private equity
Private equity funds
Commercial real estate
Accounting records
Data warehouse, record keeping incl full audit trail
Market and static data master

Bankable assets
Private equity
Commercial real estate
Private assets (e.g. collections)

GDPR

Technology

Type Of Software

Serviced software
SAAS
Fully standalone

Security

2 factors authentication
SSL encrypted connection
Industry standard back-ups rolling plan (DRP & BCP tested plans)
Regularly audited by our different client’s auditors (i.e. EY, PwC, Deloitte)
ISO 27001 certified

Ecosystem

Java
Linux

Integrations

Refinitiv World-Check
ELO (workflows)
Investment Navigator (mutual funds selection)
Regnology (CRS, Fatca, Tax reporting)
FinQuartz (news)
Performance Watcher (peers comparison)
Credit Suisse (product risk classification)
Other software on request

Mobile App

Serviced software
SaaS
Fully standalone

SWIP employs bank-grade security measures in order to safeguard our clients’ data.

Java

–

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